Preface

Purpose

This guide provides an overview of the tasks that are accessed by the user and takes you through the various steps involved in handling all the necessary activities in performing the various tasks.

Before You Begin

Kindly refer to the Getting Started User Guide for information on common functionalities like login, navigation, and general settings before proceeding with this guide.

Module Pre-requisite

Specify User Id and Password, and login to the Home screen.

Audience

This guide is intended for the User/User Roles.

Related Resources

For more information on any related features, refer to the following documents

  • Oracle Banking Getting Started User Guide

Conventions

The following text conventions are used in this document:

Convention Meaning

boldface

Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary.

italic

Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values.

monospace

Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter.

Screenshot Disclaimer

Personal information used in the interface or documents is dummy and does not exist in the real world. It is only for reference purposes.

Symbols and Icons

The following symbols and icons are used in the screens.

Table - Symbols and Icons - Common

Symbol/Icon Function

Minimize

Minimize

Maximize

Maximize

Close

Close

Perform Search

Perform Search

Open a list

Open a list

Add a new record

Add a new record

Navigate to the first record

Navigate to the first record

Navigate to the last record

Navigate to the last record

Navigate to the previous record

Navigate to the previous record

Navigate to the next record

Navigate to the next record

Grid view

Grid view

List view

List view

Refresh

Refresh

Add

Click this icon to add a new row.

Remove

Click this icon to delete an existing row.

View

Click to view the created record.

Unlock

Click to modify the fields.

Action

Click to unlock, delete, authorize or view the created record.

Table - Symbols and Icons - Audit Details

Symbol/Icon Function

A user

A user

Date and time

Date and time

Unauthorized or Closed status

Unauthorized or Closed status

Authorized or Open status

Authorized or Open status

Module Post-requisite

After finishing all the requirements, log out from the Home screen.